By Mario Acquistapace (pictured), Associate - Investment Research, Capital Generation Partners – As allocators we have, in part, a responsibility for the actions and inactions of the managers we select. When it comes to responsible investing there is certainly very little consensus on the right approach, and ultimately investors tend not share identical views of what is or is not an appropriate SRI investment policy to adopt.
“Substantial” market rotation will offer fresh alpha opportunities in second quarter, says K2 Advisors
Hedge funds can capitalise on a “substantial” sector and asset class rotation during the second quarter, as an uneven economic recovery, bumpy vaccine rollouts and an inflationary environment drive dispersion across industries, K2 Advisors said this week.
By Viacheslav Oganezov (pictured) — The sudden demise of Lex Greensill’s eponymous company makes for a riveting story that has mesmerised the financial media and public for most of this month. Filled with numerous plot twists, politicians and industry moguls, it makes for an interesting read. Yet, amidst all the noise, it is crucial to understand what really underpins this epic debacle.
Credit Suisse and Nomura are facing “significant” losses after a US hedge fund client – said to be Archegos Capital Management – failed to meet margin calls on certain portfolio positions.
Cineworld, a long-standing target of hedge fund short sellers, saw its share price plummet on Thursday after the group slumped to an eye-watering USD3 billion pre-tax loss last year as a result of the coronavirus pandemic.
Aberdeen Standard Investments is bullish on event driven merger arbitrage hedge funds amid a surge in deal volumes, while equity long/short and activist managers are also tipped to capitalise on the continued fallout from the coronavirus pandemic.
“Markets are shifting”: How US hedge fund Mill Hill Capital is carving opportunities from structured credit dislocation
Founded in 2015 by David Meneret (above left), a former Macquarie senior portfolio manager and structured credit specialist of almost 20 years, New York-based credit hedge fund Mill Hill Capital believes the current market landscape offers fertile ground for its market neutral, relative value investment style.
By Don A Steinbrugge, Agecroft Partners – The hedge fund industry is dynamic, comprising of numerous strategies that attract varying degrees of interest over time.
Industrial metals and bulk materials stand to gain from the nascent post-Covid economic recovery according to metals and mining-focused hedge fund Delbrook Capital, while precious metals trades – an investor favourite during market uncertainty – could be starting to run out of steam.
Hedge funds’ bearish bets against Cineworld suffered a dent this week as shares in the beleaguered London-listed global cinema chain – a long-standing target of short sellers - surged more than 9 per cent.